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Okta’s Execution Mess
September 2, 2022 8 min read

Okta’s Execution Mess

Okta, the cloud identity provider, reported earnings this week and while the results were very strong on the surface, the company flagged extensive challenges

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Ping and SailPoint: A Look at Thoma Bravo’s Identity Rollup
August 9, 2022 13 min read

Ping and SailPoint: A Look at Thoma Bravo’s Identity Rollup

Thoma Bravo is a private equity company with ~$100 billion in AUM and a strong track record investing in software businesses according to a

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